Comprehensive analysis of WhiteOak Capital Large & Mid Cap Fund - Direct (G) (44457) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
WhiteOak Capital Asset Management Ltd
The primary objective of the scheme is to generate long term capital appreciation by investing in and managing a diversified portfolio of equity and equity related instruments of large and mid cap companies. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Moderate Returns
High Risk
Low Expense Ratio
Equity Focused
New Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Historical performance consistency
Market exposure level
Outperformance vs benchmark
Fund management costs
Recent performance momentum
Assets under management
Risk-adjusted returns
Fund manager experience
This fund has underperformed its benchmark by 3.05% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| ICICI Bank Ltd | Banks | 7.92% |
| HDFC Bank Ltd | Banks | 5.48% |
| Eternal Ltd | E-Commerce/App based Aggregator | 2.94% |
| C C I | Debt Others | 2.94% |
| Bharti Hexacom Ltd | Telecomm-Service | 2.28% |
| Max Financial Services Ltd | Finance | 2.27% |
| Reliance Industries Ltd | Refineries | 2.10% |
| Muthoot Finance Ltd | Finance | 2.09% |
| Kotak Mahindra Bank Ltd | Banks | 1.81% |
| Bharat Electronics Ltd | Aerospace & Defence | 1.75% |
Compare against Large & Mid Cap Fund category average
This comparison shows how the fund performs relative to the Large & Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Large & Mid Cap Fund category
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| Nippon India Vision Large & Mid Cap Fund - Dir (G) | ₹1569.51 | 2.84% | 16.72% | 0.82% |
| Nippon India Vision Large & Mid Cap Fund - (G) | ₹1458.74 | 2.68% | 16.37% | 0.25% |
| ICICI Pru Large & Mid Cap Fund - Direct (G) | ₹1116.27 | 2.00% | 15.33% | 1.24% |
| ICICI Pru Large & Mid Cap Fund - (G) | ₹998.01 | 1.77% | 14.82% | 0.36% |
| Aditya Birla SL Large & Mid Cap Fund - Dir (G) | ₹994.35 | 1.74% | 17.65% | -3.72% |
| Aditya Birla SL Large & Mid Cap Fund (G) | ₹893.12 | 1.53% | 17.18% | -4.48% |
| DSP Large & Mid Cap Fund - Direct (G) | ₹675.68 | 0.02% | 13.77% | -4.00% |
| SBI Large & Midcap Fund - Direct (G) | ₹673.64 | 3.85% | 15.58% | 2.17% |
| SBI Large & Midcap Fund (G) | ₹620.27 | 3.63% | 15.09% | 1.29% |
| DSP Large & Mid Cap Fund - Regular (G) | ₹604.04 | -0.24% | 13.18% | -4.98% |
A seasoned investment professional with over 2 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.